Billerud AB (publ)

OM:BILL Rapport sur les actions

Capitalisation boursière : SEK 15.7b

Billerud Résultats passés

Passé contrôle des critères 0/6

Les bénéfices de Billerud ont diminué à un taux annuel moyen de -15.8%, tandis que le secteur Packaging a vu ses bénéfices augmenter de en baisse à 1.3% par an. Les revenus ont augmenté de en à un taux moyen de 9.8% par an. Le rendement des capitaux propres de Billerud est 0.3% et ses marges nettes sont de 0.2%.

Informations clés

-15.81%

Taux de croissance des bénéfices

-19.34%

Taux de croissance du BPA

Packaging Croissance de l'industrie9.45%
Taux de croissance des recettes9.82%
Rendement des fonds propres0.28%
Marge nette0.20%
Prochaine mise à jour des résultats17 Jul 2026

Mises à jour récentes des performances passées

Billerud's (STO:BILL) Earnings Are Weaker Than They Seem

Oct 31
Billerud's (STO:BILL) Earnings Are Weaker Than They Seem

Recent updates

Analysts Have Been Trimming Their Billerud AB (publ) (STO:BILL) Price Target After Its Latest Report

May 01
Analysts Have Been Trimming Their Billerud AB (publ) (STO:BILL) Price Target After Its Latest Report

BILL: Improved Margin Visibility And Constructive Rating Shift Will Support Future Upside

Analysts now see fair value for Billerud at SEK 99.00, down from SEK 107.00, reflecting updated views on the discount rate, growth, margins, and future P/E following recent mixed price target moves and a more constructive stance from parts of the Street. Analyst Commentary Recent research shows that the shift to a SEK 99.00 fair value comes after a mix of target changes and a more constructive tone from bullish analysts, even as some price targets have been adjusted.

BILL: Neutral Stance Will Rely On Dividend Reset And Margin Execution

Analysts have adjusted their price targets on Billerud, with recent SEK changes including a SEK 17 cut and a SEK 5 increase, alongside an updated SEK fair value assumption and slightly higher P/E expectations, reflecting revised views on discount rates, revenue trends, and margins. Analyst Commentary Recent research has shown a mix of views on Billerud, with some analysts turning more supportive while others remain cautious.

BILL: Refined Margin Assumptions And Higher P/E Will Support Future Upside Potential

Analysts have trimmed their fair value estimate for Billerud from SEK 119.0 to SEK 107.0, reflecting updated assumptions around revenue growth, profit margins and a higher discount rate, alongside recent Street price target adjustments from Citi. Analyst Commentary Bullish analysts have recently adjusted their price targets for Billerud in both directions, which gives you a useful read on how sentiment is evolving as new information feeds into models for revenue, margins and risk.

BILL: Neutral Outlook Will Depend On Execution Risks And Dividend Reset

The Street’s view on Billerud has been fine tuned recently, with Citi first raising and then lowering its target, resulting in a net SEK 12 cut as analysts align their pricing with updated expectations for discount rates, profit margins and future P/E assumptions. Analyst Commentary Recent research updates on Billerud point to a cautious tone, with price targets adjusted in both directions over a short period.

BILL: Neutral View Will Rely On Managing Execution Risks And Dividend Reset

Analysts have adjusted their view on Billerud with the latest Street research pointing to a SEK 17 reduction in the price target, partly offsetting an earlier SEK 5 increase. This change reflects updated assumptions on discount rates, revenue trends, margins and future P/E expectations.

BILL: Neutral View Will Depend On Managing Execution And Dividend Trade Offs

Analysts have reduced their fair value estimate for Billerud to SEK 80.00 from SEK 96.00. They link this adjustment to recent price target changes at firms such as Citi, as well as more cautious assumptions on revenue growth, profit margins, and the discount rate, even though they are using a slightly higher future P/E multiple.

Billerud (STO:BILL) Shareholders Will Want The ROCE Trajectory To Continue

Jan 30
Billerud (STO:BILL) Shareholders Will Want The ROCE Trajectory To Continue

BILL: Neutral Stance Will Rely On Executing Against Higher Profitability Assumptions

Analysts have lifted their fair value estimate for Billerud to SEK 96 from SEK 84, reflecting updated views on discount rates, revenue growth, profit margins and future P/E in light of recent price target increases reported in Street research. Analyst Commentary Recent Street research shows price targets on Billerud moving higher in absolute terms, with one large global bank lifting its target by SEK 5 in the latest update and another prior move taking a target to SEK 92 from SEK 80.

Are Investors Undervaluing Billerud AB (publ) (STO:BILL) By 28%?

Jan 12
Are Investors Undervaluing Billerud AB (publ) (STO:BILL) By 28%?

BILL: Margin Resilience And Lower Discount Rate Will Support Stronger Future Cash Flows

Analysts have lifted their price target on Billerud to SEK 92 from SEK 80, citing updated assumptions around revenue, profit margins and valuation metrics that support a slightly higher overall valuation. Analyst Commentary Recent research points to a more constructive stance on Billerud, with the price target lifted to SEK 92 from SEK 80.

BILL: Margin Recovery And Cost Discipline Will Drive Stronger Future Cash Flows

Analysts have nudged their price target on Billerud higher to SEK 92 from SEK 80, reflecting modestly improved expectations for the company despite only slight adjustments to growth, profitability and valuation assumptions. Analyst Commentary Bullish analysts highlight that the higher SEK 92 price target signals growing confidence in Billerud's ability to execute on its strategic initiatives and stabilize earnings, even as fundamental assumptions have only been moderately revised.

BILL: Margin Gains And Cost Discipline Will Drive Stronger Cash Flows

Analysts have modestly raised their price target on Billerud to SEK 92 from SEK 80. This reflects improved profit margin expectations, even as revenue growth assumptions have been tempered and a slightly higher discount rate is applied.

We Think Billerud (STO:BILL) Is Taking Some Risk With Its Debt

Nov 19
We Think Billerud (STO:BILL) Is Taking Some Risk With Its Debt

BILL: Resilient Margins And Cost Discipline Will Drive Shareholder Returns

Billerud Price Target Slightly Reduced Amid Mixed Analyst Outlook Analysts have adjusted Billerud's price target downward from SEK 84 to SEK 80, citing their updated views on the company's future revenue growth and margin expectations. Analyst Commentary Following the revised price target for Billerud, analysts provided a range of perspectives regarding the company's valuation and outlook.

Billerud's (STO:BILL) Earnings Are Weaker Than They Seem

Oct 31
Billerud's (STO:BILL) Earnings Are Weaker Than They Seem

Billerud AB (publ) (STO:BILL) Just Released Its Third-Quarter Earnings: Here's What Analysts Think

Oct 28
Billerud AB (publ) (STO:BILL) Just Released Its Third-Quarter Earnings: Here's What Analysts Think

Accelerating Sustainable Packaging Demand Will Unlock North American Markets

Narrative Update on Billerud Analysts have reduced their price target for Billerud from SEK 84 to SEK 80. This adjustment reflects more subdued revenue growth assumptions and a modest decrease in fair value estimates.

Accelerating Sustainable Packaging Demand Will Unlock North American Markets

Analysts have slightly lowered their fair value price target for Billerud from $103 to approximately $102.60. This change is based on updated assessments to revenue growth and discount rates.

Billerud (STO:BILL) Shareholders Will Want The ROCE Trajectory To Continue

Oct 03
Billerud (STO:BILL) Shareholders Will Want The ROCE Trajectory To Continue

Lacklustre Performance Is Driving Billerud AB (publ)'s (STO:BILL) Low P/E

Aug 26
Lacklustre Performance Is Driving Billerud AB (publ)'s (STO:BILL) Low P/E

Billerud AB (publ) Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Jul 22
Billerud AB (publ) Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Billerud (STO:BILL) Is Increasing Its Dividend To SEK3.50

May 20
Billerud (STO:BILL) Is Increasing Its Dividend To SEK3.50

Billerud (STO:BILL) Might Have The Makings Of A Multi-Bagger

Apr 30
Billerud (STO:BILL) Might Have The Makings Of A Multi-Bagger

Billerud's (STO:BILL) Shareholders Will Receive A Bigger Dividend Than Last Year

Apr 15
Billerud's (STO:BILL) Shareholders Will Receive A Bigger Dividend Than Last Year

Impressive Earnings May Not Tell The Whole Story For Billerud (STO:BILL)

Apr 03
Impressive Earnings May Not Tell The Whole Story For Billerud (STO:BILL)

Does Billerud (STO:BILL) Have A Healthy Balance Sheet?

Mar 10
Does Billerud (STO:BILL) Have A Healthy Balance Sheet?

Billerud AB (publ)'s (STO:BILL) Business And Shares Still Trailing The Market

Feb 23
Billerud AB (publ)'s (STO:BILL) Business And Shares Still Trailing The Market
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Price Adjustments And Efficiency Measures Expected To Improve 2025 Outlook

Strategic pricing increases and product shifts are poised to boost Billerud's revenue growth and expand margins, despite challenges in certain segments.

Results: Billerud AB (publ) Beat Earnings Expectations And Analysts Now Have New Forecasts

Feb 07
Results: Billerud AB (publ) Beat Earnings Expectations And Analysts Now Have New Forecasts

Here's What To Make Of Billerud's (STO:BILL) Decelerating Rates Of Return

Dec 17
Here's What To Make Of Billerud's (STO:BILL) Decelerating Rates Of Return

Is There An Opportunity With Billerud AB (publ)'s (STO:BILL) 23% Undervaluation?

Nov 28
Is There An Opportunity With Billerud AB (publ)'s (STO:BILL) 23% Undervaluation?

Billerud (STO:BILL) Takes On Some Risk With Its Use Of Debt

Aug 31
Billerud (STO:BILL) Takes On Some Risk With Its Use Of Debt

Returns On Capital At Billerud (STO:BILL) Paint A Concerning Picture

May 21
Returns On Capital At Billerud (STO:BILL) Paint A Concerning Picture

Analysts Have Made A Financial Statement On Billerud AB (publ)'s (STO:BILL) First-Quarter Report

Apr 27
Analysts Have Made A Financial Statement On Billerud AB (publ)'s (STO:BILL) First-Quarter Report

Billerud (STO:BILL) Is Paying Out Less In Dividends Than Last Year

Apr 26
Billerud (STO:BILL) Is Paying Out Less In Dividends Than Last Year

Billerud (STO:BILL) Is Paying Out Less In Dividends Than Last Year

Apr 11
Billerud (STO:BILL) Is Paying Out Less In Dividends Than Last Year

Is Billerud (STO:BILL) Using Too Much Debt?

Apr 07
Is Billerud (STO:BILL) Using Too Much Debt?

Investors Still Waiting For A Pull Back In Billerud AB (publ) (STO:BILL)

Feb 27
Investors Still Waiting For A Pull Back In Billerud AB (publ) (STO:BILL)

Ventilation des recettes et des dépenses

Comment Billerud gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.


Historique des gains et des recettes

OM:BILL Recettes, dépenses et bénéfices (SEK Millions )
DateRecettesLes revenusDépenses G+ADépenses de R&D
31 Mar 2639,2747715,0900
31 Dec 2540,58571115,4620
30 Sep 2542,8321,21316,2180
30 Jun 2543,7251,84115,9640
31 Mar 2544,2451,84916,5890
31 Dec 2443,5671,74716,5330
30 Sep 2441,68361116,1480
30 Jun 2441,09570215,9280
31 Mar 2440,28415815,5320
31 Dec 2341,35648415,6080
30 Sep 2343,7551,75416,2870
30 Jun 2345,3592,44516,9470
31 Mar 2346,8144,34516,7870
31 Dec 2242,7164,59015,3250
30 Sep 2237,2573,97013,6020
30 Jun 2231,9593,10011,4910
31 Mar 2227,1371,9929,8620
31 Dec 2126,2951,4859,6000
30 Sep 2125,3641,4079,1620
30 Jun 2124,4589828,9650
31 Mar 2124,0898898,7830
31 Dec 2023,9426768,8170
30 Sep 2024,1297178,7410
30 Jun 2024,3527428,7420
31 Mar 2024,4287248,8540
31 Dec 1924,5241,0118,6580
30 Sep 1924,5701,0378,6840
30 Jun 1924,7911,3238,8580
31 Mar 1924,3969909,0750
31 Dec 1823,7891,0379,0130
30 Sep 1823,5071,0968,8790
30 Jun 1822,9971,2468,5430
31 Mar 1822,6991,7358,0320
31 Dec 1722,4381,6388,0080
30 Sep 1722,3151,4078,1390
30 Jun 1722,1641,3948,1510
31 Mar 1722,0031,4388,1730
31 Dec 1621,7241,5188,0150
30 Sep 1621,4521,5817,8610
30 Jun 1621,5371,8037,8250
31 Mar 1621,5871,8007,6170
31 Dec 1521,8641,8117,5560
30 Sep 1521,7591,9337,3480
30 Jun 1521,4721,5177,3310

Des revenus de qualité: BILL a un important ponctuel perte de SEK310.0M impactant ses 12 derniers mois de résultats financiers à 31st March, 2026.

Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de BILL sont inférieures à celles de l'année dernière BILL. (0.2%) sont inférieures à celles de l'année dernière (4.2%).


Analyse des flux de trésorerie disponibles par rapport aux bénéfices


Analyse de la croissance passée des bénéfices

Tendance des revenus: Les bénéfices de BILL ont diminué de 15.8% par an au cours des 5 dernières années.

Accélération de la croissance: BILL a connu une croissance négative de ses bénéfices au cours de l'année écoulée, elle ne peut donc pas être comparée à sa moyenne sur 5 ans.

Bénéfices par rapport au secteur d'activité: BILL a enregistré une croissance négative de ses bénéfices ( -95.8% ) au cours de l'année écoulée, ce qui rend difficile la comparaison avec la moyenne du secteur Packaging ( -19.2% ).


Rendement des fonds propres

ROE élevé: Le retour sur capitaux propres de BILL ( 0.3% ) est considéré comme faible.


Rendement des actifs


Rendement des capitaux employés


Découvrir des entreprises performantes dans le passé

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/02 13:01
Cours de l'action en fin de journée2026/04/30 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Billerud AB (publ) est couverte par 12 analystes. 6 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
null nullABG Sundal Collier
Patrick LangstromABG Sundal Collier Sponsored
Justin JordanBNP Paribas